SPTM vs IAGG

Comparison between SPDR(R) PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF (SPTM, ETF) and ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF (IAGG, ETF).

5-Year PerformanceSPTM has outperformed IAGG, delivering a return of +13.8% compared to +1.1%

SPTM vs IAGG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SPTM(ETF)	IAGG(ETF)
Net Assets	$13B	$13B
Expense Ratio	0.03%	0.07%
Max Drawdown	55.96%	15.86%
Sharpe Ratio	2.00	-0.42
5Y Beta	0.97	0.03
P/E Ratio	27.09	N/A
Forward P/E	20.25	N/A
5Y Dividends CAGR	5.87%	15.92%
5Y EPS CAGR	23.68%	N/A
P/S Ratio	3.17	N/A
P/B Ratio	4.74	N/A

Net Assets

SPTM

$13B

Winner

IAGG

$13B

Expense Ratio

Winner

SPTM

0.03%

IAGG

0.07%

Max Drawdown

SPTM

55.96%

Winner

IAGG

15.86%

Sharpe Ratio

Winner

SPTM

2.00

IAGG

-0.42

5Y Beta

SPTM

0.97

Winner

IAGG

0.03

P/E Ratio

SPTM

27.09

IAGG

N/A

Forward P/E

SPTM

20.25

IAGG

N/A

5Y Dividends CAGR

SPTM

5.87%

Winner

IAGG

15.92%

5Y EPS CAGR

SPTM

23.68%

IAGG

N/A

P/S Ratio

SPTM

3.17

IAGG

N/A

P/B Ratio

SPTM

4.74

IAGG

N/A

SPTM vs IAGG - Historical Returns

Returns include dividend reinvestment.

Period	SPTM	IAGG
1 month	+7.18%	-0.05%
3 months	+8.25%	-0.79%
6 months	+8.94%	-0.13%
1 year	+27.75%	+2.38%
5 years(CAGR)	+13.83%	+1.13%
10 years(CAGR)	+15.25%	+2.21%
Max(CAGR)	+8.81%	+2.43%

Winner

SPTM

+7.18%

IAGG

-0.05%

Winner

SPTM

+8.25%

IAGG

-0.79%

Winner

SPTM

+8.94%

IAGG

-0.13%

Winner

SPTM

+27.75%

IAGG

+2.38%

5Y(CAGR)

Winner

SPTM

+13.83%

IAGG

+1.13%

10Y(CAGR)

Winner

SPTM

+15.25%

IAGG

+2.21%

Max(CAGR)

Winner

SPTM

+8.81%

IAGG

+2.43%

SPTM vs IAGG - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

Year	SPTM	IAGG
2026	+8.48%	+0.25%
2025	+17.16%	+3.18%
2024	+24.55%	+4.89%
2023	+26.02%	+7.70%
2022	-18.20%	-10.50%
2021	+30.31%	-1.82%
2020	+17.02%	+4.29%
2019	+31.34%	+7.93%
2018	-5.72%	+3.24%
2017	+20.28%	+2.38%
2016	+14.77%	+4.91%
2015	+1.05%	-0.09%
2014	+14.39%	N/A
2013	+30.04%	N/A
2012	+14.09%	N/A
2011	-0.13%	N/A
2010	+15.00%	N/A
2009	+24.27%	N/A
2008	-35.95%	N/A
2007	+5.42%	N/A
2006	+13.22%	N/A
2005	+8.08%	N/A
2004	+10.82%	N/A
2003	+22.72%	N/A
2002	-21.86%	N/A
2001	-7.31%	N/A
2000	-2.67%	N/A

SPTM vs IAGG Drawdown Comparison

The maximum drawdown for SPTM was -54.81%, occurring on Mar 9, 2009. Recovery took 1115 trading sessions.

The maximum drawdown for IAGG was -13.88%, occurring on Oct 14, 2022. Recovery took 1027 trading sessions.

The current SPTM drawdown is -0.18%. The current IAGG drawdown is -1.55%.

Rank	SPTM	IAGG
#1	-54.81% Oct 9, 2007 - Mar 13, 2012	-13.88% Dec 31, 2020 - Feb 4, 2025
#2	-40.96% Nov 7, 2000 - Nov 23, 2005	-5.93% Mar 9, 2020 - Jul 30, 2020
#3	-34.65% Feb 19, 2020 - Aug 17, 2020	-3.93% Sep 7, 2016 - Oct 31, 2017
#4	-24.15% Jan 4, 2022 - Dec 13, 2023	-3.70% Dec 8, 2017 - Dec 18, 2018
#5	-20.19% Sep 20, 2018 - Apr 12, 2019	-2.32% Feb 27, 2026 - Mar 27, 2026
#6	-18.87% Feb 19, 2025 - Jun 26, 2025	-2.07% Aug 28, 2019 - Jan 29, 2020
#7	-14.80% Jun 22, 2015 - Jun 8, 2016	-1.67% Feb 28, 2025 - Apr 16, 2025
#8	-10.29% Apr 2, 2012 - Aug 17, 2012	-1.04% Dec 2, 2015 - Jan 14, 2016
#9	-9.79% Jan 26, 2018 - Jul 25, 2018	-0.94% Aug 4, 2020 - Sep 29, 2020
#10	-9.46% Jul 19, 2007 - Oct 5, 2007	-0.85% Apr 30, 2025 - May 30, 2025
#11	-9.44% Sep 2, 2020 - Nov 9, 2020	-0.83% Apr 5, 2016 - May 11, 2016
#12	-8.69% Feb 9, 2026 - Apr 14, 2026	-0.80% Jun 16, 2016 - Jun 27, 2016
#13	-8.36% Jul 16, 2024 - Sep 19, 2024	-0.75% Jul 3, 2019 - Jul 18, 2019
#14	-8.35% May 8, 2006 - Sep 26, 2006	-0.73% Feb 5, 2025 - Feb 28, 2025
#15	-7.50% Sep 19, 2014 - Oct 31, 2014	-0.71% Mar 28, 2019 - Apr 30, 2019

Correlation

Correlation between SPTM and IAGG is 0.78 which considered as a strong positive correlation - the stocks tend to move together.

0.78

-101

Dividend Comparison (2000 - 2026)

SPTM vs IAGG dividend yield comparison.

Year	SPTM	IAGG
2026	0.26%	0.60%
2025	1.13%	3.08%
2024	1.28%	4.28%
2023	1.44%	3.55%
2022	1.69%	2.27%
2021	1.25%	1.16%
2020	1.56%	1.95%
2019	1.72%	2.82%
2018	1.90%	3.02%
2017	1.66%	1.74%
2016	1.91%	1.56%
2015	1.92%	0.13%
2014	2.08%	0.00%
2013	1.63%	0.00%
2012	1.95%	0.00%
2011	1.82%	0.00%
2010	1.19%	0.00%
2009	1.68%	0.00%
2008	2.79%	0.00%
2007	1.60%	0.00%
2006	1.51%	0.00%
2005	1.62%	0.00%
2004	1.80%	0.00%
2003	1.42%	0.00%
2002	1.48%	0.00%
2001	1.33%	0.00%
2000	0.24%	0.00%